Zoho Expense is a platform that makes expense tracking and reporting fun.
Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.Intercom Integrations
Zoho Expense + IntercomCreate/Update Lead to Intercom from New Organization in Zoho Expense Read More...
Zoho Expense + IntercomCreate/Update User to Intercom from New Organization in Zoho Expense Read More...
Zoho Expense + IntercomSend Incoming Message in Intercom when New Organization is created in Zoho Expense Read More...
Zoho Expense + IntercomCreate/Update Lead to Intercom from New Customer in Zoho Expense Read More...
Zoho Expense + IntercomCreate/Update User to Intercom from New Customer in Zoho Expense Read More...
It's easy to connect Zoho Expense + Intercom without coding knowledge. Start creating your own business flow.
Triggers when a new customer is created.
Triggers when a new expense is created.
Triggers when a new organization is created.
Triggers when a new project is created.
Triggers when a new trip is created.
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Triggers when a new conversation is created by a user in Intercom.
Triggers when a new Lead is created.
Triggers when a new user is created.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Update a user within Intercom given their e-mail address.
Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.
Zoho Expense is an online service for tracking and managing business travel and expenses. Zoho Expense allows users to track expenses, apply for reimbursements, generate expense reports, and manage vendors. It also provides advanced features like automated mileage logging, optimized reimbursement claim forms, and invoice tracking. The application can be accessed by any device through Zoho Expense’s web portal.
Intercom is a customer communication platform that helps businesses connect with customers in order to respve issues, provide support, and gain valuable insights. Intercom combines messaging, customer intelligence, contact tops, and analytics into one unified platform. Users can gain insights into customer behavior based on all touch points, use conversations to improve their understanding of their customers, and interact with their customers using the tops they prefer.
Using these two platforms together, businesses are able to increase efficiency in managing both travel-related expenses and customer interactions. Companies can access information from Intercom within Zoho Expense to gain deeper insights into their customers. They can also use Intercom to engage with customers directly through live chat windows, answer requests for support, or schedule appointments. Zoho Expense users can also share relevant information about company travel ppicies with customers through Intercom.
Integrating these two platforms allows companies to streamline processes related to both expense management and sales activities. By integrating them, companies are able to provide higher levels of customer service through fast interactions between sales teams and clients. Businesses are also able to optimize the expense management process by giving employees easy access to real-time information about both expenses and customer contacts.
Businesses that integrate Zoho Expense and Intercom save time by having more efficient processes for recording and monitoring travel expenses and for interacting with customers. They also have the opportunity to better understand their customers’ needs, which allows them to develop deeper relationships that create opportunities for growth.
The process to integrate Zoho Expense and Intercom may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.